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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Get Your Guru On – 8/25/20

Posted on August 25, 2020 in Customer Service Tip of the Week Please leave a comment

You may have heard of management gurus – these people who seemed to know all and be all, to have the wisdom of 1000 leaders.  Maybe you’ve heard it in your industry as a guru in sports psychology or the master of economics or sociology or human behavior.

And so you don’t roll your eyes at the thought of you being a guru, it’s always helpful to understand the origin of the word.  Upanishads in 10th century to 6th century BC said “The syllable ‘gu’ means darkness, the syllable ‘ru’ means dispeller; he is therefore called a ‘guru’ because he dispels darkness.”

I really like this definition – it goes away from the modern interpretation that gurus are far more brilliant than any of us could ever imagine being, that they are somehow superior intellectually to others.

The Situations with Darkness

With Upanishads’ definition in mind, how can we become gurus in our respective jobs?  The definition talks about gurus being people who can dispel darkness.  So to be a guru, you don’t have to have knowledge far exceeding others.  You just have to have a given situation where you can dispel darkness.

Maybe it’s dealing with the sports fan who is unsure whether to invest in tickets for games this year.  You could be dealing with the local contractor who is struggling with tasks he’s done 100 times because he’s so overwhelmed by economic concerns.  You could be dealing with a patient or a family member whose anxiety and fear of the unknown is understandably high.

How to Bring Light

Einstein once said that darkness is an absence of light, so how can you bring light in these situations?

You bring it in by listening to the other person.  You bring it in by truly trying to understand what they’re going through, even if you’re not going through it yourself.  You try to identify what is causing that darkness and see if there are some solutions that can be brought to light.  You try to bring some lightness in tone to the situation – often people are so concerned and burdened that just the positive/pleasant/upbeat tone and some levity, appropriately delivered, can bring light in the situation.

Being a guru can mean dispelling darkness.  It can be you enlightening them on new information.  It can be you bringing to light something that’s unknown to them, that may work for them.  It can be you being light at times in the tone you take.

To truly be a guru, understand what could be causing their darkness and dispel it by enlightening them, bringing solutions to light, and bringing a lighter tone whenever possible.

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Improve the Health of Your Client Interaction – 6/27/17

Posted on June 27, 2017 in Customer Service Tip of the Week Please leave a comment


According to a recent article on patient satisfaction and high quality customer service in healthcare settings, there are three consistent keys to a great patient experience – particularly in outpatient surgery facilities. These core takeaways apply to virtually any business.

First – “Make a connection: Smile and introduce yourself to patients and family members.” This gets at the need for a great first impression, initiating communications with customers, and personalizing the interaction.

Second – “Set the expectation of service: Share with the patient what will happen, when it will happen and about how long it will take.” We often note that typically 40% of customer dissatisfaction occurs because the customer expected one thing, and the company delivered another. Take ownership over setting realistic expectations of what will happen and when it will happen.

Third – “Say thank you: Within days of providing care, send the patient a thank you note with handwritten messages from staff members.” It’s tough to overstate the importance of conveying appreciation to the customer. The other part of appreciation noted in this third best practice is to not just do it on the spot, but also share appreciation after the encounter. Typically, those post-encounter messages of thanks are a surprise – and carry extra weight in the customer’s evaluation of their last impression of you and your organization.

It’s about being pleasant, proactive, and personalizing. It’s about setting and managing customer expectations of tasks and timing. And it’s about appreciating the other – at the end of the encounter as well as in that unexpected follow-up.

Improve the health of your client interaction with these healthcare best practices.

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What You Do Shows What You Value – 6/30/15 TOW

Posted on June 30, 2015 in Customer Service Tip of the Week Please leave a comment


In the middle of the call with the customer service representative, the rep said “I need to let you know that I’m scheduled for my lunch break in 1 minute, so someone else will be handling your call.” One minute later, the caller heard “Hold, Click” and background music. What did that interaction say about what was important to that rep?

After the discharge nurse finished giving discharge instructions to the patient, the discharge nurse left the room. It was shift change, and the first shift nurse who had cared for the patient for the past 3 days was officially off-shift. But that nurse waited until the discharge nurse was done, walked into the room, wished the patient well, and gave the patient a hand-written thank you card. What did that say about what the first shift nurse values?

The customer went to return some shoes in the guest services department of a major retailer. There were three staff behind the counter – ten feet behind the counter to be exact. They were sitting down with their backs to the customer, looking at computers. The customer had to loudly say “Hello!” to get their attention. What did that interaction say about what was most important to the company and the staff?

These three true stories illustrate a very important point. What you do in customer service situations is a reflection of who you are with others, what’s important to you, and what you value.

Make your actions reflect the best of you.

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